Key Issues in IP Due Diligence, Auction, Sale, and Monetization

Key Issues in IP Due Diligence, Auction, Sale, and Monetization The Value Perspective Presented by: Weston Anson CONSOR Intellectual Asset Management 800.454.9091 www.consor.com

Key Issues 1. Identification and Context 2. Quality and Triage 3. Valuation Process 4. Value Extraction

Key Valuation and Disposition Questions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

When Is Valuation Necessary? ,[object Object],[object Object],[object Object],[object Object],[object Object]

IP & Intangible Assets Intellectual Property PATENTS COPY RIGHTS TRADE MARKS TRADE SECRETS Intangible Assets Data & Knowledge Bases COPY RIGHTS Customer & Vendor Relations Proprietary Software Proprietary Software Internet Assets

Marketing Bundle of Intangibles ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Technical Bundle of Intangibles ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

IT Bundle of Intangibles ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Intangible Asset Bundles ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Identify IP / IA Bundles for Value ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Birth of the IP Auction / Sale Market ,[object Object],[object Object],[object Object],[object Object],[object Object]

Types of Auctions Used with IP ,[object Object],[object Object],[object Object],[object Object],[object Object]

Monetizing IP Assets ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Disposition Process: Direct Marketing vs. Static Auction ,[object Object],[object Object],[object Object],[object Object],[object Object]

Case Study - Collins & Aikman ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Collins & Aikman: Direct Sale ,[object Object],[object Object],[object Object],[object Object],[object Object]

Case Study – Amherst Fiber Optics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Amherst Fiber Optics: Monetization ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Case Study – Middleby Marshall Trademarks and Technology ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

IP and Intangibles in Foreclosure Summary Case Studies 2 BMP = Business Method Patent. A BMP provides protection for intellectual concepts and systems sufficiently unique to earn patent protection. The on-click ordering system of Amazon.com is a BMP. 1 The rankings for each company reflect relative value within that company in a bankruptcy or liquidation scenario (e.g., Montgomery Ward will realize most value from the “B” assets, IT & Databases). UL certifications Modest Multiple patents Security IT & software Corporate name ,[object Object],E + C A, D, B Other BMP’s Online sweepstakes service Proprietary technology and BMP International databases Corporate TM ,[object Object],C + D B Hosting processes Complex assets Multiple BMP’s 2 Massive systems Corporate identity ,[object Object],B, C, D, E Mail order system Online store None Operating platforms; Mailing lists Montgomery Ward, Ship N Shore, plus 100+ TM’s & sub-brands ,[object Object],B A + D Chemical processes Limited Multiple and proprietary Manufacturing systems Corporate brand and sub-brands ,[object Object],C + E A, B, D N/A Domain names & Website Manufacturing technology Complex operating systems Warners, Speedo, CK licenses ,[object Object],A plus B + C Other Internet Patents & Technology IT & Databases TM’s & Brands (E) (D) (C) (B) (A) Types of Intangibles Company Relative Value Ranking 1

Bankruptcy and Reorganization ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Summary ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Key Issues in IP Due Diligence, Auction, Sale, and Monetization

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Key Issues in IP Due Diligence, Auction, Sale, and Monetization